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OKR template to establish successful transformation plan for organizational structure

public-lib · Published 3 months ago

Your OKR template

The OKR is about setting up a successful transformation plan for the organizational structure of a company, with key objectives being identifying the existing structure and proposing improvements. The first step in achieving this goal is to identify and document the current organizational chart within the first week. The initiatives to accomplish this scale from making a visual organization chart to carefully researching the company's existing structure.

The second objective focuses on achieving 90% agreement from staff for the proposed new structure after it is presented. This will be accomplished through strategies like soliciting staff suggestions for improvements, conducting post-presentation feedback sessions to identify and address concerns, and developing a thorough presentation that outlines and explains the new organizational structure.

The third objective is the formulation of a well-detailed new organizational structure within four weeks. This will be realized by sketching the initial organizational layout draft, defining the necessary roles, their duties, and securing approval from management for the new structure.

In sum, the OKR is about building an effective transformational plan for the organization's hierarchy, which involves charting the existing structure, developing a new one with widespread staff consent, and finally, elaborately creating and securing approval for a new structure model.
  • ObjectiveObjectiveEstablish successful transformation plan for organizational structure
  • Key ResultKRIdentify and document current organization chart by end of Week 1
  • TaskCreate a clear, visual organization chart
  • TaskResearch the current company's structure and hierarchy
  • TaskFinalize and document the organization chart
  • Key ResultKRAchieve 90% staff approval for the new organizational structure after presentation
  • TaskImplement suggested improvements to gain acceptance
  • TaskConduct feedback sessions post-presentation to address concerns
  • TaskDevelop comprehensive presentation detailing the new organizational structure
  • Key ResultKRDevelop a detailed, new organizational structure model within 4 weeks
  • TaskSketch initial organizational layout draft
  • TaskDefine needed roles and their responsibilities
  • TaskEnsure managerial approvals on the draft
Use in Tability

How to edit and track OKRs with Tability

You'll probably want to edit the examples in this post, and Tability is the perfect tool for it.

Tability is an AI-powered platform that helps teams set better goals, monitor execution, and get help to achieve their objectives faster.

With Tability you can:

  • Use AI to draft a complete set of OKRs in seconds
  • Connect your OKRs and team goals to your project
  • Automate reporting with integrations and built-in dashboard

Instead of having to copy the content of the OKR examples in a doc or spreadsheet, you can use Tability’s magic importer to start using any of the examples in this page.

The import process can be done in seconds, allowing you to edit OKRs directly in a platform that knows how to manage and track goals.

Step 1. Sign up for a free Tability account

Go tohttps://tability.app/signup and create your account (it's free!)

Step 2. Create a plan

Follow the steps after your onboarding to create your first plan, you should get to a page that looks like the picture below.

Tability Import Options

Step 3. Use the magic importer

Click on Use magic import to open up the Magic Import modal.

Now, go back to the OKR examples, and click on Copy on the example that you’d like to use.

Copy from the template

Paste the content in the text import section. Don’t worry about the formatting, Tability’s AI will be able to parse it!

Importing from text

Now, just click on Import from text and let the magic happen.

Tability editor with imported content

Once your example is in the plan editor, you will be able to:

  • Edit the objectives, key results, and tasks
  • Click on the target 0 → 100% to set better target
  • Use the tips and the AI to refine your goals

Step 4. Publish your plan

Once you’re done editing, you can publish your plan to switch to the goal-tracking mode.

Publish import

From there you will have access to all the features that will help you and your team save hours with OKR reporting.

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